At our next Strategies Group Meeting, Jack Kiley, CPA, CISP of MidAtlantic IRA will show you other retirement plan options that still give you self-directed control, how they work if you're a sole proprietor or have an LLC/S-Corp/C-Corp, how to maximize the various contribution limits, and the greater flexibility you may enjoy with certain plans.
Every month, Jack hosts an exclusive Clients Only Strategy Group where you can pick his tax brain and meet like-minded people in the industry. If you're interested in joining, email […]
Learn what changes are important to you and if you need to do anything to re-position yourself. Come understand what potential tax law changes could impact you next year. Listen to what your peers are doing and discover new opportunities.
Each month, we gather to dive deeper into advanced topics, real-life investment strategies, and timely updates that impact your portfolio. It’s a chance to learn from other investors, get direct support, and fine-tune your next move — all in a trusted circle.
Join us for an eye-opening session where we’ll break down how to strategically use non-recourse loans within your IRA to maximize your real estate investments — while staying 100% compliant with IRS rules.